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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,751 | $111,535+54.0% | $105,223+63.2% | $137,256+25.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 16.65% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,986 | $3,939-49.6% | $3,689-46.2% | $4,156-52.2% |
| Participant deferral / active EE | $6,365 | $5,500+15.7% | $5,072+25.5% | $6,407-0.7% |
| Admin fee / account holder | $1,491 | $9,721-84.7% | $8,859-83.2% | $12,270-87.9% |